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[SEMI Theater] Taiwan Market Update SEMICON Taiwan
[SEMI Theater] Taiwan Market Update SEMICON Taiwan
[SEMI Theater] Taiwan Market Update SEMICON Taiwan
[SEMI Theater] Taiwan Market Update SEMICON Taiwan
[SEMI Theater] Taiwan Market Update SEMICON Taiwan
[SEMI Theater] Taiwan Market Update SEMICON Taiwan
[SEMI Theater] Taiwan Market Update SEMICON Taiwan
[SEMI Theater] Taiwan Market Update SEMICON Taiwan
[SEMI Theater] Taiwan Market Update SEMICON Taiwan
[SEMI Theater] Taiwan Market Update SEMICON Taiwan
[SEMI Theater] Taiwan Market Update SEMICON Taiwan
[SEMI Theater] Taiwan Market Update SEMICON Taiwan
[SEMI Theater] Taiwan Market Update SEMICON Taiwan
[SEMI Theater] Taiwan Market Update SEMICON Taiwan
[SEMI Theater] Taiwan Market Update SEMICON Taiwan
[SEMI Theater] Taiwan Market Update SEMICON Taiwan
[SEMI Theater] Taiwan Market Update SEMICON Taiwan
[SEMI Theater] Taiwan Market Update SEMICON Taiwan
[SEMI Theater] Taiwan Market Update SEMICON Taiwan
[SEMI Theater] Taiwan Market Update SEMICON Taiwan
[SEMI Theater] Taiwan Market Update SEMICON Taiwan
[SEMI Theater] Taiwan Market Update SEMICON Taiwan
[SEMI Theater] Taiwan Market Update SEMICON Taiwan
[SEMI Theater] Taiwan Market Update SEMICON Taiwan
[SEMI Theater] Taiwan Market Update SEMICON Taiwan
[SEMI Theater] Taiwan Market Update SEMICON Taiwan
[SEMI Theater] Taiwan Market Update SEMICON Taiwan
[SEMI Theater] Taiwan Market Update SEMICON Taiwan
[SEMI Theater] Taiwan Market Update SEMICON Taiwan
[SEMI Theater] Taiwan Market Update SEMICON Taiwan
[SEMI Theater] Taiwan Market Update SEMICON Taiwan
[SEMI Theater] Taiwan Market Update SEMICON Taiwan
[SEMI Theater] Taiwan Market Update SEMICON Taiwan
[SEMI Theater] Taiwan Market Update SEMICON Taiwan
[SEMI Theater] Taiwan Market Update SEMICON Taiwan
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[SEMI Theater] Taiwan Market Update SEMICON Taiwan

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Dan Tracy, Sr. Director, SEMI Industry Research & Statistics …

Dan Tracy, Sr. Director, SEMI Industry Research & Statistics
Ana Li, Sr. Representative of Outreach, SEMI Taiwan

The semiconductor industry in Taiwan continues to grow and is estimated to be number 1 in equipment and number 2 in materials spending for the next 1 to 2 years. This session includes a market update of the semiconductor equipment and materials market as well as an update on the semiconductor fabs in Taiwan. The session will conclude with a discussion on how to leverage SEMICON Taiwan as an effective branding and marketing tool to establish your presence and grow your market share in Taiwan!

Presented at the SEMI Theater at SEMICON WEST on July 14, 2010.

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  • 1. Industry Update- Taiwan Dan Tracy SEMI Industry Research & Statistics Group SEMICON WEST 2010 July 14, 2010
  • 2. 2 Billions of Units 0.0 2.0 4.0 6.0 8.0 10.0 12.0 14.0 16.0 Source: WSTS/SIA Jan-0 Ma r 3 May-03 -0 Jul- 3 Sep-03 N ov-03 0 Jan-0 3 Mar- 4 May-04 0 Jul- 4 Sep-04 N ov-04 0 Jan-0 4 Ma r 5 May-05 -0 Jul- 5 Sep-05 N ov-05 0 Jan-0 5 Mar- 6 May-06 0 Jul- 6 Sep-06 N ov-06 0 Jan-0 6 Ma r 7 May-07 - Jul- 07 and ASP Trends Sep-07 N ov-07 0 Jan-0 7 Mar- 8 IC Unit (3-month average) May-08 0 Jul- 8 Sep-08 N ov-08 0 Jan-0 8 Ma r 9 May-09 -0 Record IC Unit Shipments Jul- 9 IC ASP Sep-09 IC Units N ov-09 0 Jan-1 9 Mar- 0 10 $0.00 $0.50 $1.00 $1.50 $2.00 $2.50 US$ Chip demand drives material consumption and capital investment
  • 3. 2010 Semiconductor and IC Revenue Forecasts 32.7% Henderson Ventures (Jun 10) 31.0% Future Horizons (May 10) 30.6% iSuppli (May 10) 28.6% WSTS (Jun 10) 28.4% SIA (Jun 10) 27.9% Semico Research (Jun 10) 27.1% Gartner (Jun 10) 27.0% IC Insights (May 10) 25.0% VLSI Research (May 10) 23.0% Databeans (Apr 10) 0% 5% 10% 15% 20% 25% 30% 35% Source: SEMI 3
  • 4. Taiwan Market “TSMC Chang more upbeat on 2010 chip growth” Digitimes, June 15, 2010 “UMC capacity booked through 3Q10, says CFO” Digitimes, June 15, 2010 “Taiwan to invest in NAND flash project” SiliconStrategies, June 30, 2010 “Chipbond at almost “ASE raises 2010 capex” full capacity” Digitimes June 15, 2010 Digitimes, June 23, 2010 4
  • 5. 5 NT$ Millions - 10,000 20,000 30,000 40,000 50,000 60,000 70,000 Jan-03 Mar-03 May-03 Source: Company reports Jul-03 Sep-03 Nov-03 Jan-04 Mar-04 May-04 Jul-04 Sep-04 Nov-04 Jan-05 Mar-05 May-05 Jul-05 Sep-05 Nov-05 Jan-06 Mar-06 May-06 Jul-06 Sep-06 Nov-06 Jan-07 Mar-07 May-07 Jul-07 Sep-07 Nov-07 (ASE, SPIL, TSMC, and UMC) Jan-08 Mar-08 May-08 Jul-08 Sep-08 Nov-08 Combined Monthly Revenues- 3 Mo. Avg. Jan-09 Mar-09 May-09 Jul-09 Sep-09 Nov-09 Jan-10 Mar-10 May-10 2Q 2010 Outsource Manufacturers Monthly Sales - +39% > 2Q 2009 - +13% > 1Q 2010
  • 6. Taiwan Fab Capacity – Foundry to drive capacity growth Taiwan Fab Capacity - Foundry & DRAM 1,800 1,600 1,400 8" equiv wafer K/month 1,200 Analog Discrete 1,000 Foundry Logic 800 Memory 600 MEMS Other 400 200 0 2007 2008 2009 2010 2011 6 Source: SEMI World Fab Forecast, May 2010
  • 7. Foundry Capacity Share – Taiwan Leads the pack Worldwide Foundry Capacity Share 100% 80% Taiwan SE Asia 60% Korea Japan Europe & Mideast 40% China Americas 20% 0% 2007 2008 2009 2010 2011 7 Source: SEMI World Fab Forecast, May 2010
  • 8. Taiwan Fab Spending – Foundry & DRAM-driven Taiwan Fab Spending by Product Type 12000 10000 3795 3265 Other 8000 MEMS US$ Million 8380 Memory 6000 Logic Foundry Discrete 4000 3641 1120 5574 6384 Analog 2000 2711 2746 1576 0 2007 2008 2009 2010 2011 8 Source: SEMI World Fab Forecast, May 2010
  • 9. Taiwan Foundry: Strong rebound!! • Taiwan foundries led strong recovery of wafer shipment and utilization starting from 2Q09. • Aggressive capacity and technology investment from 3Q09 onwards are much faster than earlier expected. • Market dynamics: IDM’s fab-lite strategy and legacy fab closures will continue to foster foundry business. • Ongoing consolidation – for both market share and geographic presence. 9
  • 10. DRAM: 50nm and below transition • DRAM market shall remain healthy throughout the year as supply increase still lag behind demand. • 50nm and 40nm class migration from DRAM sector will continue to drive the equipment spending for 2H10 and 2011. • The availability of immersion tools has become the bottleneck of technology migration and capacity expansion plan. 10
  • 11. Some Recent 2010 Announcements TSMC • US$4.8 billion capex plan; Over 90% for “advanced node” capacity • 28 nm pilot to start in mid 2010. • New GigaFab project – Fab 15 in Taichung start groundbreaking this year. UMC • Capex will be in the range of US$1.2 billion to US$1.5 billion • Fab 12A 40/45nm capacity, 28 nm development • Fab 12A P3/P4: related construction to be completed by 3Q10 Nanya /Inotera • 50 nm process starting, 42 nm schedule to pull in starting from 3Q10. • Nanya to raise capex for Fab 3 expansion. Powerchip/Rexchip • Node migration to 45nm being delayed due to the availability of litho tools. • Powerchip and Rexchip both plan around US$390M capex this year. Source: SEMI, Company announcements, and DigiTimes 11
  • 12. Some Recent 2010 Announcements SPIL • Capex further expand to over US$600M this year, mainly for copper wire bonding expansion. ASE • Capex revised from US$500M to US$700M. (a historical high) Powertech Technology • New Hsinchu plant started equipping in 2Q10 and will come on-line in 3Q10. • Plans to increase 35%-40% capacity this year. Walton Advanced Engineering • New facility in Kaohsiung (from Hannstar) will come online in 3Q10. (pull in one quarter) Ardentec • Plans to increase capacity in Taiwan and Singapore facilities. Source: SEMI, Company announcements, and DigiTimes 12
  • 13. Dedicated LED Fabs North America China Europe # of fabs 3 # of fabs 28 # of fabs 4 Korea # of fabs 9 Japan # of fabs 11 Taiwan # of fabs 37 Southeast Asia # of fabs 2 Legend Notes: • Filtered by Product Type: Discrete/LED ● Upcoming fabs • Information is subject to change. Source: SEMI® Opto/LED Fab Watch / World Fab Forecast, June, 2010 13
  • 14. Known Investments for Dedicated LED Fabs 2010 Fab Spending Region (Construction / Equipping) Taiwan $600 M China $503 M Korea $337 M Japan $270 M North America $60 M Europe & Mideast $ 12 M S.E. Asia $3M Notes: - Data is estimated for 2010 - List above only includes Dedicated LED Chip making fab. Source: SEMI® World Fab Forecast, June 2010 14
  • 15. Taiwan LED Manufacturers: Growing Investments Epistar • Plan to expand MOCVD tool from 180 to 220 in Taiwan. • Two new LED JV fabs in China will come on line in 2011. • Acquire 48% stake of Huga Optotech. Lexstar • Aggressive ramp of epi capacity from 30K/M in 1Q10 to 130K/M in Taiwan. TSMC • Invest US$175M to build a LED lighting R&D center in Hsinchu. Formosa Epitaxy • To increase a dozen MOCVD tools in Taiwan this year. • New fab in Yangzhou China will come on line in 3Q10. Chimei Lighting Technology • To accelerate capacity expansion by acquiring facility and equipment from GIO Opto. Genesis Photonics • New plant in Tainan to come online in 3Q10, with maximum capacity of 50K/month. • New JV project in Kunshan, China is planned in 2011. Source: SEMI, Company announcements, and DigiTimes 15
  • 16. TSV • ITRI – In July, ITRI establishes the first 12-inch wafer TSV experimental line in Asia to develop Taiwan's home- grown 3D IC technology. – Companies that also join the TSV R&D initiative include ASE, UMC, SPIL, Hermes, etc. 16
  • 17. SEMI® 2010 Mid-Year Equipment Forecast By Market Region N. America Japan Taiwan Europe S.Korea China ROW $45 $42.77 US$ Billions $40 $35.53 $35 $32.50 $29.52 $30 $25 $20 $15.92 $15 $10 $5 $0 2007 (A) 2008 (A) 2009 (A) 2010 (F) 2011 (F) ROW 3.05 2.61 1.44 3.01 3.80 China 2.99 1.89 0.94 2.24 2.64 S.Korea 7.35 4.89 2.60 7.49 8.08 Europe 2.94 2.45 0.97 1.92 2.10 Taiwan 10.65 5.01 4.35 9.18 9.28 Japan 9.31 7.04 2.23 4.08 4.70 N. America 6.55 5.63 3.39 4.57 4.94 Totals may not add due to rounding Source: SEMI Mid-Year 2010 Semiconductor Consensus Forecast, July 2010 17
  • 18. SEMI® 2010 Materials Forecast By Market Region N. America Japan Taiwan Europe S.Korea China Southeast Asia $50 $45 $42.67 $42.52 $40.48 $42.92 $40 $37.25 $34.63 US$ Billions $35 $30 $28.82 $30.94 $25 $20 $15 $10 $5 $0 2004 2005 2006 2007 2008 2009 2010F 2011F Southeast Asia 4.55 5.03 6.18 6.79 6.90 5.98 6.78 7.13 China 1.28 1.64 2.38 3.31 3.57 3.26 3.86 4.25 S.Korea 3.10 3.78 4.88 6.10 5.90 4.69 5.74 6.16 Europe 2.80 2.88 3.39 3.68 3.32 2.52 2.96 3.09 Taiwan 4.85 5.31 6.74 8.34 7.87 6.77 8.17 8.80 Japan 7.61 7.58 8.57 9.19 9.96 7.63 8.69 9.01 N. America 4.63 4.72 5.11 5.25 4.99 3.79 4.29 4.48 Totals may not add due to rounding. 18 Source: SEMI Materials Market Data Subscription May 2010
  • 19. Global Spending on Semiconductor Equipment and Materials Southeast Asia China 8% North 13% America 12% Taiwan Market  #1 spending region in 2010 Taiwan  11% growth in 300mm fab capacity this year 24% Japan  Estimated $120 billion spent since 2001 18% Europe 7% Korea 18% 2010 Spending Outlook = ~$73 Billion Source: SEMI 19
  • 20. Summary • Semiconductor industry recovery – Strong double-digit growth in 2010 • Taiwan market – Strong recovery in foundry (and packaging) beginning in 2Q 2009 leading to increases in capex – Challenges for Taiwan’s DRAM makers. • Some boost in capex for 2010/11 for 50 nm and below technology – #1 market for foundry capacity, # 2 market overall for 300 mm capacity • Semiconductor Equipment and Materials Market in Taiwan – Will be the #1 region for equipment spending – The # 2 largest market for semiconductor materials 20
  • 21. 谢谢! 21
  • 22. The Most Effective Semiconductor Event in Taiwan! Ana Li SEMI Taiwan July 14, 2010
  • 23. Agenda • SEMICON Taiwan 2010 Overview • SEMICON Taiwan 2010 Features - Technology Pavilions - Programs & Events - Marketing Promotion Opportunities • SEMICON Taiwan 2010 Visitor Promotion
  • 24. SEMICON Taiwan 2010 • Date: 10:00-17:00 Wed., September 8 10:00-17:00 Thu., September 9 10:00-16:00 Fri., September 10 • Venue:TWTC Hall 1 • Exhibitors:500 exhibitors and 1,100 booths • Organizer: • Co-organizer : 3 2010/7/14
  • 25. Targeted Visitors • 50% of visitors are management level/ engineering position and influential to technology procurement IDMs Foundries Fabless Pkg/Test Intel TSMC Qualcomm Amkor Samsung TI UMC Broadcom ASE Toshiba SMIC nVidia SPIL IBM Chartered SanDisk STATS Nanya DongbuAnam ATI ChipPAC ST Infineon HHNEC Xilinx ChipMOS Sony Vanguard Altera KYEC AMD SSMC Marvel Micron He Jian Novatek NEC Hynix Jazz VIA Elpida SST Renesas Fujisu Qimonda Powerchip
  • 26. Why SEMICON Taiwan 2010? • A Supply-Chain Exhibition • A Technology-based Promotion Platform • A Cost Effective Solution • The Connection to the Largest Semiconductor Community in Taiwan
  • 27. Highlights of SEMICON Taiwan 2010 • Technology Pavilions – 3D IC & Advanced Packaging/Testing Pavilion (+ Gallery) – AOI Pavilion – CMP Pavilion – Compound Semiconductor Pavilion – LED Pavilion – Green Management Pavilion – MEMS Pavilion (+ University MEMS Research) – Secondary Market Pavilion • Country Pavilions – Cross Strait Pavilion – Korea Pavilion – Singapore Pavilion – France Pavilion
  • 28. Pavilions All-in-One Package • Ready Exhibit + • Innovative Technology Center + • Exclusive Promotion Programs & Networking Events • Connect with Global and Local Business Starting from USD 2,500! 7 2010/7/14
  • 29. Programs & Events • Program • Networking Events – Market Briefing – Opening Ceremony – IC Executive Forum – Gala Dinner – MEMS Forum – Golf Tournament – 3D IC Technology Forum – Green Manufacturing Forum • Buyer’s Event – CMP Forum – Supplier Search Program
  • 30. Networking Event Leadership Gala Dinner Date: Sep 8, 2010, SEMICON Taiwan Event: Gala Dinner Venue: Grand Hyatt Taipei Attendees: 300 industrial leaders attended, from suppliers to manufacturers. This is the best chance to mingle with industrial decision makers!
  • 31. Networking Event Golf Tournament • Popular annual networking event with 200 players joining from the industry! • Date: Saturday, Sep 11, 2010 • Location: Sunrise Golf Court
  • 32. Marketing Promotion Opportunities Various advertising opportunities to help you stand out from the crowd! Event Sponsorship - Marketing Promotion and Advertisement -
  • 33. Visitor Promotion Web Marketing 15th Manufacturers Anniversary Visiting Press Media Conference
  • 34. Summary: All-in-One Package • Turn-Key Exhibit to showcase your solution • Promotion Channels to enhance your branding • Networking Events to broaden your connection • Visitor Promotion to bring you the right customers
  • 35. TOGETHER WE CAN MAKE A DIFFERENCE Join Us!

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